Customized Financial Plans
Our process for creating your customized financial plan is meticulous and comprehensive. We spend the time it takes to discover and understand every aspect of your financial picture, discussing and assessing your every goal. We respond with empathy, and without judgment, establishing ourselves as a team with one shared goal — your success.
Your Plan's Areas of Focus
Investment Planning
- Portfolio Review & Construction
- Asset Allocation
- Dollar Cost Averaging
- Withdrawal Strategies
- Stock Concentration
- Investment Research
- Market Commentary
- Values-Based Investing
- Time Horizon
- Risk Tolerance
Cash Flow Management
- Budget and Expense Review
- Real Time Budget Tracking
- Debt Management
- Income Sources
- Planned Large Expenses
- Emergency Funding
- Mortgage Review
- Lines of Credit Review
- Student Loan Analysis
Gifts & Assistance to Loved Ones
- Education Planning & 529 College Savings
- Plans Roth IRAs for Children
- UGMA/UTMA accounts
- Caring for Elderly
- Beneficiary Review
- Inheritance Planning
Estate & Philanthropy
Analysis of Estate Planning Needs Including:
- Will
- Power of Attorney
- Health Care Proxy
- Trusts
- Irrevocable Life Insurance Trusts
- Estate Taxes
- Guardians for Minor Children
- Charitable Giving
- Special Needs Trust
Customized Financial Plans begin at $2,950 for a 12-month engagement. You are not required to have investments held with Gretchen Meyer Financial to create and/or maintain a Comprehensive or Advanced Financial Plan.
Gretchen Meyer Financial and LPL Financial do not provide tax or legal advice or services. Please consult your tax or legal advisor regarding your specific situation.